Ensure A+ Service with Rules to Escalate Customer Records and Cases to Appropriate Users
The Escalation Management add-on for SuiteCRM automatically escalates records to other members in the operational hierarchy when the record meets certain rules. Users can enter new rules that contain all types of defined criteria, from team organization, business hours, annual holidays, etc. This add-on helps prevent your customer issues from getting lost or going unanswered.
The Significance of Customer Self-Service in the Digital Age
Customers in general aren’t the bedrock of your business – but **happy customers** are. They stay with you longer and bring profitable opportunities. Your marketing should mainly focus on delighting your customers. It attracts new customers who keep buying your products and services again, and most importantly, they spread the word through referrals and social media.
Capture SuiteCRM User Activity by Module, Function, and Time
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated, or deleted, plus time spent on each function.
Connect with Your Customers Using WhatsApp for SuiteCRM
The more ways you can connect with your customers, the more sales and support wins you can achieve. The Brainvire WhatsApp Extension enables you to conveniently communicate with clients via WhatsApp messages in SuiteCRM.
[Video Tutorial]: Track Your Sales Cycles with Workflows and Background Updater for SuiteCRM
One common case we’ve seen, in terms of sales organizations using SuiteCRM, is the need to track how long their unique sales cycles are. Our team at Jackal Software has created a helpful video to demonstrate how to use the built-in SuiteCRM workflows along with our developed solution, Background Updater, to track the number of days opportunities are open until closed.
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QuickBooks SuiteCRM Integration
Bidirectionally sync Products, Contacts, Invoices and Quotes between SuiteCRM & QuickBooks online.
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SuiteCRM Exchange / Office 365 Integration
Scalable, Enterprise-Class solution for integrating SuiteCRM with Exchange / Office 365. Synchronize contacts, calendars and tasks. Set rules for auto-archiving of incoming/outgoing emails. Combine (optional) with an Exchange / Office 365 add-on that presents an Email Side-Panel in Outlook and allow...
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Suite2Word
Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.
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